Latest Vodafone Insight – Page 83
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Profile
Profile: David Teoh, Man of Mystery
Billionaire recluse Teoh is entirely focused on what the customer wants. He seems unlikely to rein in his instincts following a TPG Telecom “merger of equals” with Vodafone Hutchison Australia. Of our eight profiles, we think Teoh will likely cause Read the most trouble.
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Products & Services
Vodafone to smarten up Paddington
Recent Vodacom acquisition IoT.nxt flags incoming Vodafone HQ smart-tech install.
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Partnerships & Alliances
Axiata swaps Vodafone for Telefónica
A score for Telefónica in global Partners Program vs Partner Markets match-up. Axiata to integrate and resell ElevenPaths cybersecurity. Deal expands Telefónica presence in ASEAN region as it strives to deliver growth through an overdue expansion in the MNC space.
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People
Joseph back in as Safaricom Chairman
Vodafone’s long-time Africa and m-money hand moves upstairs at Safaricom. Power appears re-balanced between Vodacom and state, Safaricom’s two largest shareholders.
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Content & TV
Vodafone rethinking content partner strategy
New unit in London charged with refreshing approach to content buying and alliances with the likes of Amazon and Netflix. As ever, “innovation” is emphasised but the underlying onus appears on consolidation and efficiency.
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Network & Infrastructure
OOPT telcos select vendors for Phoenix prototypes
Vendors selected to develop TIP’s open, disaggregated optical transponder. Operators again urge faster development.
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Premium
Vodafone people moves: Business refresh and a new VCS CEO
VfI Chief Business Officer rotates; GCR SVP Eliza Kwok returns. Vodafone Business freshens its Asia Pacific leadership and new Heads across European entities. Vodafone’s old faces get new spots at NGMN, Sky Deutschland, and MTN.
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Products & Services
Vodacom tags Alipay to launch digital services “super app”
Partnering a world-leader may be indicative of ambitions for mobile payments, and maybe also e-commerce. Early stage African venture for Alipay, but strategic investor Alibaba has been spinning up regional strategy for several years. Where do M-PESA and Safaricom fit?
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Premium
Vodafone people moves: European towercos get new leadership
Three new managing directors at European infrastructure spin-offs in Germany, Ireland, and Spain. VfUK CEO Nick Jeffery joins COVID-19 Recovery Commission. Vodacom and Safaricom find temporary replacements for outgoing execs.
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Financial & Performance
Jio turns into Vodafone Idea’s worst digital nightmare
Massive Google investment underscores both Jio’s domination and its ambition to develop wide range of popular digital services. Who’s Who of foreign investors, which includes digital-savvy Facebook, now accounts for nearly a third of Jio Platform equity. Vodafone’s long-term outlook in India looks even more perilous than before, after ...
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Partnerships & Alliances
DT, Telefónica, Vodafone units tackle pan-Euro BroadWay prototypes
Vodafone Portugal in one of three consortia building prototypes for pan-European public safety communication system. T-Mobile Netherlands and Telefónica I+D subbing in Consortium B.
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Enterprise (B2B)
Vodacom Business Africa extends to Middle East
VBA now supporting IP-VPN services in twelve Middle East countries. Major footprint expansion beyond Africa — complementing Vodafone.
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Network & Infrastructure
Vodafone makes candid open RAN admissions
Tenorio says industry “not scratched the surface” on systems integration. Achieving lower TCO, compared with large-scale traditional vendors, an enormous task. O-RAN Alliance doing “great job”, but smaller vendors disadvantaged. Ambition of sub-$1000 RRH pushed back until 2021. Tech still not ready for prime time in urban ...
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M&A
VHA starts new slate as TPG Telecom
Berroeta keeps CEO role post-merger; Teoh watches on closely as non-executive Chairman. Mobile and fixed network “synergies” a priority. Vodafone brand sits alongside slew of TPG sub-brands.
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M&A
Vodafone Egypt sale hit by further delay
stc seeks two more months, with due-diligence and funding in the frame. Telecom Egypt remains thornily enigmatic.
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Premium
Elsewhere in BT Tech: BT puts willingness to tackle legacy in writing
BT signs TM Forum’s Open API and Open Digital Architecture Manifesto.
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M&A
Vodafone Egypt sale inches forward
STC reportedly completes its due diligence. Potential deal still muddied by questions over 45% stake held by Telecom Egypt.
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Public Affairs
SA preps plunger for 4G/5G spectrum blockage
Vodacom’s long wait for more network resource in its home market appears to be coming to an end, although false starts have been seen before in SA.
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Network & Infrastructure
Vodafone Ireland sends out a DSS
Dynamic spectrum sharing tech called upon again, to boost 5G coverage while new airwaves are freed up.
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People
Parisse bids adieu to Vodafone
Products & Services Director Stefano Parisse leaves the Group. Replaced by Vodacom and M-PESA hand Phil Patel. Fond farewells, including flypast from ex-CEO Colao. Further shift from Colao Italian technocrat to Read international axis?